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How to connect Beamer and CloudTalk
Create a New Scenario to Connect Beamer and CloudTalk
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Beamer, triggered by another scenario, or executed manually (for testing purposes). In most cases, Beamer or CloudTalk will be your first step. To do this, click "Choose an app," find Beamer or CloudTalk, and select the appropriate trigger to start the scenario.
Add the Beamer Node
Select the Beamer node from the app selection panel on the right.
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Add the CloudTalk Node
Next, click the plus (+) icon on the Beamer node, select CloudTalk from the list of available apps, and choose the action you need from the list of nodes within CloudTalk.
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Authenticate CloudTalk
Now, click the CloudTalk node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your CloudTalk settings. Authentication allows you to use CloudTalk through Latenode.
Configure the Beamer and CloudTalk Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Beamer and CloudTalk Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Beamer, CloudTalk, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Beamer and CloudTalk integration works as expected. Depending on your setup, data should flow between Beamer and CloudTalk (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Beamer and CloudTalk
CloudTalk + Beamer + Slack: When a new CloudTalk activity is created (e.g., a callback requested), check if the associated contact has viewed a specific Beamer announcement. If they have, send a notification to a designated Slack channel to alert the support team.
CloudTalk + Beamer + HubSpot: When a new contact is created in CloudTalk (e.g., a new caller), create or update the contact in HubSpot. Then, send them relevant product updates via a Beamer post announcement.
Beamer and CloudTalk integration alternatives
About Beamer
Use Beamer in Latenode to automate product update notifications based on user behavior. Trigger targeted announcements directly within your workflows. Combine Beamer with Latenode's data transformation and scheduling tools for more precise and automated communication. Scale your outreach without complex coding.
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About CloudTalk
Automate CloudTalk call and SMS data within Latenode. Trigger workflows on new calls, messages, or agent status changes. Update CRMs, send alerts, or generate reports automatically. Use Latenode's visual editor and data transformation tools to customize call center automations without complex coding, and scale your workflows efficiently.
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See how Latenode works
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FAQ Beamer and CloudTalk
How can I connect my Beamer account to CloudTalk using Latenode?
To connect your Beamer account to CloudTalk on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Beamer and click on "Connect".
- Authenticate your Beamer and CloudTalk accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Beamer announcements from new CloudTalk call data?
Yes, you can! Latenode lets you trigger Beamer announcements based on CloudTalk call events. Alert teams or update clients automatically based on specific call outcomes, powered by flexible no-code logic.
What types of tasks can I perform by integrating Beamer with CloudTalk?
Integrating Beamer with CloudTalk allows you to perform various tasks, including:
- Automatically posting Beamer updates after specific CloudTalk call outcomes.
- Creating personalized Beamer announcements based on CloudTalk contact data.
- Triggering internal notifications in Beamer for urgent CloudTalk support requests.
- Updating Beamer user segments based on interactions recorded in CloudTalk.
- Analyzing CloudTalk call data and posting summary reports in Beamer.
HowsecureisthedatasharedbetweenBeamerandCloudTalkonLatenode?
Latenode uses secure protocols for data transfer. You control data access, and can use JavaScript blocks to enhance data anonymization or encryption before transfer.
Are there any limitations to the Beamer and CloudTalk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data from before the integration setup isn't automatically synced.
- Complex data transformations might require custom JavaScript code.
- The integration relies on the availability of Beamer and CloudTalk APIs.
